HSBC Conservative Hybrid Fund vs Axis Regular Saver Fund compare
HSBC Conservative Hybrid Fund - Regular Growth
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹149 Cr | ₹236 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 Feb 2004 | 16 Jul 2010 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | 27% | 64.15% |
| Expense Ratio | 2.17 | 2.2 |
| Manager | Mahesh A Chhabria | Devang Shah |
| ISIN Code | INF336L01099 | INF846K01693 |
| Exits Load | Data not available./365 | Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.14% | 0.05% |
| 6 Month | 0.28% | 2.1% |
| 1 Year | 1.28% | 6.29% |
| 3 Year | 9.33% | 7.33% |
| 5 Year | 7.53% | 6.75% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.47% | 1.03% |
| 1 Year | 1.69% | 5.45% |
| 3 Year | 7.67% | 7.15% |
| 5 Year | 7.9% | 6.76% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.1% | 7.31% |
| 3 Year | 8.5% | 7.32% |
| 5 Year | 8.84% | 7.83% |
Risk Management
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.74% | 3.83% |
| Sharp | 0.58% | 0.42% |
| Beta | 1.31% | 0.53% |
| Alpha | - | -1.09% |
Fund Managers
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Mahesh A Chhabria | Devang Shah |
| Total AUM | ₹15021 Cr | ₹60014 Cr |
| Funds Managed | 9 | 15 |
| HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 81.91 | 78.85 |
| Large Cap | 8.42 | 20.14 |
| Mid Cap | 6.21 | 1.01 |
| Small Cap | 3.46 | - |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 81.38 | 78.54 |
| Industrials | 8.28 | 1.3 |
| Technology | 1.97 | 2.79 |
| Financial Services | 1.47 | 8.04 |
| Consumer Cyclical | 5.77 | 1.35 |
| Utilities | 0.53 | 0.85 |
| Healthcare | 0.01 | 2.07 |
| Real Estate | 0.58 | - |
| Energy | - | 2.53 |
| Consumer Defensive | - | 1.19 |
| Communication Services | - | 0.92 |
| Basic Materials | - | 0.42 |
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